Market View: Code Red for AI? Oracle’s Shock, Broadcom’s Paradox and Singapore’s Property Plays

Market View: Code Red for AI? Oracle’s Shock, Broadcom’s Paradox and Singapore’s Property Plays

Wall Street hits record highs - but one AI stock just triggered a brutal reality check.

US markets rally even as fears of an AI bubble intensify, after Oracle plunges on weak earnings and heavy debt taken on to fund its AI ambitions.

Michelle Martin and Ryan Huang unpack why Oracle’s so-called “Code Red” moment has investors questioning the sustainability of AI infrastructure spending, especially with OpenAI as a key client.

They also turn to Broadcom, where booming AI chip sales fail to lift the stock, raising fresh questions about valuation, expectations and sentiment.

Back home, DBS turns bullish on Singapore developers, lifting targets for CDL, UOL and GuocoLand - but are the buy calls justified?

In UP or DOWN, fists fly at PDD during a China audit, Hongkong Land and Keppel REIT reshuffle MBFC, Seatrium lands a major green-energy contract, and noodle maker Leong Guan debuts strong.

Plus, Disney’s billion-dollar bet on OpenAI sparks a lighter question on which iconic characters could soon come alive in AI - hosted by Michelle Martin with Ryan Huang.

See omnystudio.com/listener for privacy information.

Jaksot(3721)

Are there Domestic Asian Stock Insulated from Tariff Tensions?

Are there Domestic Asian Stock Insulated from Tariff Tensions?

How can investors shield their portfolios from the ripple effects of rising tariffs and trade tensions? Hosted by Michelle Martin, this episode dives into Asia’s evolving equity landscape with Nirguna...

15 Huhti 20254min

Money and Me: Should You Still Bet on the S&P 500 in a World of Tariff Whiplash?

Money and Me: Should You Still Bet on the S&P 500 in a World of Tariff Whiplash?

Is buy-and-hold still the golden rule - or is it time to rethink the playbook? Join Michelle Martin as she unpacks Trump’s stop-start tariff shocks and what they mean for SNP 500 ETF investors Michell...

15 Huhti 202522min

Market View: Big Bank Windfalls, Property Power Plays & Pharma Winners from Pfizer setback

Market View: Big Bank Windfalls, Property Power Plays & Pharma Winners from Pfizer setback

Profits are soaring, resignations are shaking up markets, and drug trials are rewriting the leaderboard. Join Michelle Martin on her tour of markets! Goldman Sachs smashes expectations with a $4.7B qu...

15 Huhti 202518min

Influence: The $1M Mission to Help Parents Raise Kids with wellbeing of all in mind

Influence: The $1M Mission to Help Parents Raise Kids with wellbeing of all in mind

Mental wellness is no longer just a buzzword — it’s a lifeline for families.Yen-Lu Chow, co-founder of Over-The-Rainbow and The OTR Academy share how the mental health landscape is shaping up in Singa...

14 Huhti 202522min

Money and Me: Could global trade wars shake up Singapore’s real estate landscape?

Money and Me: Could global trade wars shake up Singapore’s real estate landscape?

How are EC's the HDB and the office market possibly impacted by frenzied of tariff tremors?. Guest: Ivan Cai, Co-founder, I Quadrant shares his take with Michelle Martin. From Trump-era tariffs to int...

14 Huhti 202516min

Market View: Stormy Seas, Director Deals & AI Dreams — Tesla, JPMorgan, Netflix, Wilmar & More

Market View: Stormy Seas, Director Deals & AI Dreams — Tesla, JPMorgan, Netflix, Wilmar & More

Markets are rallying across Asia, but storm clouds linger over the global economy. Hosted by Michelle Martin with Ryan Huang, today's Market View unpacks MAS's surprise move to ease policy and what it...

14 Huhti 202525min

Money and Me: Where do dividend investors look in Japan for strong companies?

Money and Me: Where do dividend investors look in Japan for strong companies?

With Prime Minister Shigeru Ishiba pleading for tariff relief and Warren Buffett still betting big, is Japan signaling deep value - or deeper trouble? Japan’s stock market is in turmoil - but could th...

11 Huhti 202519min

Market View: The Tariff effect spreads to services

Market View: The Tariff effect spreads to services

Big moves, bold bets, and market mayhem - what’s driving investor sentiment today? We break down the market’s biggest stories - and what they mean for your portfolio. Tariffs or not, some bold compani...

11 Huhti 202523min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
psykopodiaa-podcast
mimmit-sijoittaa
rss-rahapodi
ostan-asuntoja-podcast
rss-rahamania
herrasmieshakkerit
rss-neuvottelija-sami-miettinen
rss-h-asselmoilanen
rss-seuraava-potilas
rss-paasipodi
inderespodi
rahapuhetta
pomojen-suusta
sijoituspodi
rss-markkinointitrippi
syo-nuku-saasta
asuntoasiaa-paivakirjat
rss-laakispodi
rss-bisnesta-bebeja